Many people assume financial planning requires making one big decision. In reality, it’s usually a series of smaller decisions that create lasting results.

A meaningful gift starts with what matters to you. Explore how to choose causes, establish a comfortable giving amount and bring charitable donations into your broader financial plan.

Year-end tax planning works best before the year is almost over. Taking a look at your income, investments, registered accounts and charitable plans now can give you more time to make thoughtful decisions before December 31.